bi integrating planning.pdf

8/12/2019 BI Integrating Planning.pdf

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BI Integrated Planning inSAP NetWeaver 7.0

Detlef Wassmuth,

Product Management SAP NetWeaver BI, SAP AG20080108


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SAP 2008 / SAP NetWeaver Bi 2

1. Planning Landscape Today

2. BI Integrated Planning

2.1. Architecture -Technical View-2.2. Planning Model

3. Dimensions of Business Planning

3.1. Integration and Collaboration

3.2. Agility and Flexibility

3.3. TCO and Scalability

3.4. User Experience

4. Summary


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The Starting Point Is This You?

Tool A Tool E

Tool FTool B

Tool C

Tool D

Sales Planning Revenue PlanningSales Analysis

and Reporting


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Step 1: Back-End Integration

Common Database and Common Data Models

Tools

Personalization Personalization

Tools

Personalization


and Reporting


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Step 2: Front-End Integration


Common Set of Tools

Personalization Personalization Personalization


and Reporting


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Step 3: Collaboration and Process Support


Common Set of Tools

Personalization Personalization Personalization

Collaboration Collaboration


and Reporting


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3.4. User Experience4. Summary


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Capabilities of BI Integrated Planning

Integrated Planning with SAP NetWeaver BI supports easy-to- use planning in the

SAP BI environment and is fully integrated in SAP NetWeaver.

Integrated Planning with SAP NetWeaver BI provides:

Enhanced user productivity, reduced training costsMore flexible and user-friendly user interfaces; common UI for planning and reporting

Web-based planning modeler for creating and modifying all types of plan

Faster implementation and reduced maintenance costs

Reduced number of customizing objects (such as variables, hierarchies, and one

layout for reporting and planning)

Improved performance

Reduced data redundancy (such as calculated key figures, currency translation) by

using the OLAP functions from SAP BI


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Architecture in Detail: BW and BPS

BPS Front-endBEx Suite

Data Warehouse

Portal

Data Store Master Data

OLAP Engine Planning Engine

BPSMe

tadata

BWMetadata

BPS WebBEx WebBEx Analyzer

Services

Enqueue

Data Slices

Char. Combinations

Validations

Variables

Hierarchies

Aggregat ion

Sort

Planning BufferCaching Services

Services

Drill Down

Currencies/Units

Calculations/Formulas

Exceptions/Conditions

Variables

Hierarchies

Aggregat ion

Sort

BPSTools

BExTools

BPS ALV

Functions

& Sequences

Distribute

Formula

Copy

Revaluate

Repost

Custom defined

BPS Excel

Shared Persistency for Reporting and Planning

Large overlap in functionality

Loose coupling via portal

Desired usage in

the planningworld


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Analytical Engine

Evolution of the Architecture

BPS Front-endBEx Suite

Data Warehouse

Portal

Data Store Master Data

OLAP Engine Planning Engine

BWMe

tadata

BPS WebBEx WebBEx Analyzer

Services

Enqueue

Data Slices

Char. Combinations

Validations

Variables

Hierarchies

Aggregation

Sort

Planning BufferCaching Services

Services

Drill Down

Currencies/Units

Calculations/Formulas

Exceptions/Conditions

Variables

Hierarchies

Aggregat ion

Sort

BPSTools

BExTools

BPS ALV

Functions

& Sequences

Distribute

Formula

Copy

Revaluate

Repost

Custom defined

BPS Excel

BEx Query Designer

BEx Web

Web Analyzer Web Appl icat ion Des igner

BEx AnalyzerPattern

Information Broadcasting

Report DesignerMS Excel

Add-in

BPSMe

tadata

BIMet

adata


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Architecture BI Integrated Planning (Scenario)

BEx Query Designer


Web

Analyzer

Web

Appl ication

Designer

Analyzer

(Add In)Report

Designer

MS Excel

Integration

BI Consumer ServicesBI Consumer Services

Report ing and Analysis DesignAdHoc Query &

Analysis

Business Explorer Suite (BEx)

Analytic Engine Planning Modeller

BI Layer

User

InterfacesBI App

MS Excel for

planningAd Hoc


WebPlanning

Layout


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Architecture BI Integrated Planning

BEx Query Designer

BI Layer

Planning Functions

Distribute Formula

Copy

Revaluate Repost

Forecast

Custom defined

Planning ModelerAnalytic Engine

Caching Services Plan Data Cache

OLAP Services

Drilldown Currencies/units Calculations/formulas

Exceptions/conditions Variables Hierarchies

Agg regation Sort

Planning-Specific Services

Enqueue Validations Data slices

Characteristic relationship s

Data MartsOperational

DataStoreData Warehouse Layer

Master

Data

Data Sources


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Excel-based business planning

BEx Query Designer


Web

Analyzer

Web

Appl ication

Designer

Analyzer

(Add In)Report

Designer



Analysis


Analytic Engine Planning Modeller)

BI Layer

User

InterfacesBI App

MS Excel for

planningAd Hoc


WebPlanning

Layout

MS Excel

Integration


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Web-based business planning

BEx Query Designer


Web

Analyzer

Web

Appl ication

Designer

Analyzer

(Add In)Report

Designer



Analysis


Analytic Engine Planning Modeller)

BI Layer

User

InterfacesBI App

MS Excel for

planningAd Hoc


WebPlanning

Layout

MS Excel

Integration


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2.1. Architecture -Technical View-

2.2. Planning Model







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Planning Model

For creating an

aggregation level

Planning Modeler

Real-Time InfoCubes

Data Warehousing

Workbench

For designing a query

BEx Query Designer

For Excel front end

BEx Analyzer

BEx Web Application

Designer

For Web application


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Planning Model

Creating an

aggregation level(and other

planning-specific

objects)


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Planning Model

Creating an

aggregation level

(and other

planning-specific

objects)


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Planning Model

Designing a

query

Use the BEx Query Designer for planning scenarios

Use query functions in planning applications

Analysis functions

Calculated key figures

Aggregation, drilldown, flexible query viewsAnd so on

Enhanced productivity due to new user interaction model

Allows your business users to change and enhance the planning model

Apply, modify, and create formulas

Modify variables and filters

And so on

BEx Query Designer


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Planning Model

Designing a

query

Prerequisites for input ready cells in input ready queries

Real-time InfoCube; foundation of planning application

Setting real-time InfoCube load behavior

Input ready query created on top of an aggregation level or

MultiProvider containing an aggregation level; cell filled from aggregation

level

No prohibited combinations of characteristic relationships in the cells

BEx Query Designer


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Planning Model

Designing a

query

Prerequisite for input-ready cells in plan queries

No locking situation

No data slices for the characteristics used

Permitted characteristic combinations only

No calculated key figures for an input-ready cell

Each characteristic in the aggregation level has to have just one single

value selected for the input-ready cell

BEx Query Designer


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Planning Model

Designing a

query

BEx Query Designer

Input ready query

setting: start query in

change mode

Cell settings in

input ready query:

Must have planning

property


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Planning Model

BEx Web

Appl ication

Designer

For Web

For Excel Frontend

BEx Analyzer BEx Analyzer

Established end user tool (for example, controlling department)

Maximum flexibility

Offline planning possible

Distribution possible using Outlook or information broadcasting

BEx Web Application Designer

Zero installation, zero footprint (no SAP GUI installation required, no

local software installations [Excel] required)

Seamless portal integration

Export to PDF

Web items available


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2.2. Planning Model







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2.2. Planning Model







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Integration in SAP NetWeaver 7.0

Real-Time

InfoCubeInfoCube

DataStore

Object

Aggregat ion

Level

MultiCube

DataStore

Planning

Layout

Using the MultiCube ConceptExample for modeling

Integration of:

Transaction data Master data

Metadata


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Real-Time

InfoCube

InfoCubeDataStore

Object

Aggregat ion

Level

MultiCube

DataStore

Planning

Layout

Using the MultiCube ConceptExample for modeling

Integration of:

Transaction data Master data

Metadata


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SAP

OLTP System

Data Extraction and Retraction

Extract data from OLTP system

to InfoCube

Read actual data from basic InfoCube

via MultiCubeWrite plan data via MultiCube into

real-time InfoCube

Retract data from real-time InfoCube

to OLTP system

1

2 3

4

1

2

3

4


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Broadcast

to Printer

Send

to printer

Broadcastpdf f ileBroadcastPDF file

BEx Broadcaster Functions for Exporting and Printing

Generate PDF documents, or print using the BEx Broadcaster.

The BEx Broadcaster is available in the BEx Report Designer and in the BEx Web Application Designer,

and from the context menu of BEx Web applications or ad hoc analyses created using the BEx Web

Analyzer.

Use information broadcasting to distribute the results of planning, or forward them for further editing.

Collaboration:

BEx Broadcaster

Collaboration: BEx Broadcaster


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What are the usage scenarios for information broadcasting with BI

Integrated Planning NW7.0)?

With BI/BI Integrated Planning you can choose between two end-user interfaces: Excel-

based (BEx Analyzer) or Web-based (BEx Web).

Planning applications are either BEx Analyzer workbooks or BI Web templates for

entering data

Standard information broadcasting functions are also available for planning applications

and data entry applications and can be used to distribute planning templates to users


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What are the usage scenarios for information broadcasting with

BI Integrated Planning NW7.0)?

1.BEx Web

Precalculate planning template and distribute a link (e-mail, BEx portfolio, KM

folder)

If a file is distributed (PDF, ZIP, mHTML), the template is switched to read-only

(data entry no longer possible)

2.BEx Analyzer

Precalculate workbook and distribute XLS file (e-mail, BEx portfolio, KM folder).

Available as of NW7.0 SPS9

3.Bursting (BEx Web and BEx Analyzer)

Allows you to determine recipient based on master data attributes (for example,

cost center person responsible)

Allows you to set variables through precalculation or links based on master data

attributes


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What are the usage scenarios for information broadcasting with BI

Integrated Planning NW7.0)?

Additional option:

Use collaboration room infrastructure to organize access to your planning-related

tasks (for example, BEx portfolio with data entry sheets and reports, documents,

news)


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Collaboration: Status and Tracking System

Use the BW-BPS Status and Tracking System to manage the

approval of planning.


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2.2. Planning Model






Agenda


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Agility

From static annual budgeting cycles to agile and adaptive planning

React to changing environments with continuous planning cycles

Dynamic and adaptive planning models can be quickly adopted using

variables

Reduce IT bottleneck by delegating modeling tasks to business

Local models complement centrally managed plans

BEx tools for business users layered tool approach reduces load on IT

Supported by security concept


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Flexibility

Calculation layer

BI Integrated Planning has a flexible, model-driven archi tecture.

Flexibili ty is built in to various layers.

Data modeling layer

User interface


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Flexibility

Characteristic relationship

Data slice can be based on an exit class

Planning functions:

Planning function type formula: Define your

own planning function with the FOX formulaeditor

Planning functions of type exit

Exits in variables

Characteristic Value Variable

Hierarchy Variable

Hierarchy Node Variable

Text Variable

Formula Variable

Development options for planning relevant exits in:


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Freedom for end users

Integration

SpreadsheetsSpreadsheets

BI Integrated Planning covers a wide range of capabilities, allowing freedom for end

users alongside possibility of high degree of integration

ERPERP

BWBW--BPSBPS

BI Integrated PlanningToolcoverage

Flexibility


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2.2. Planning Model






Agenda


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BI Integrated PlanningTCO Drivers

Total Cost of Ownership in Planning

Heterogeneous planning tools and

roaming spreadsheets produce high

maintenance costs

Fast response times Fully automated

processes offered by planning sequences

in process chains

High education and training costs

High integration costs due to manual

integration of data

Long budgeting cycles with many

iterations bind resources

Tool consolidation One set of tools

and one user interface for all planning

and reporting tasks

Built-in integration Integration tools and

BI Platform services

Reduced data redundancy

MultiProviders and calculated key figures


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Be Ready for Growth..

SAP NetWeaver BI platform is ready to support your growth

Proven to serve 1000s of users

High volume and high throughput data warehouseArchiving and near-line storage solution available

BI Accelerator technology to access plan data

High-end enqueue server as additional installation option

BI Integrated Planning is also the scalable solution for high volumeplanning applications


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2.2. Planning Model






Agenda


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Integration of flexible Excel functionality and common database

Button covers

back end

planning

functions

Query with

exception

Data provided

from back end

Example of user-specific

calculation area

in your own Excel

environment

Input ready query

for planning

Exce

l!

User Experience: BEx Analyzer as an Excel Add-In


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User Experience: BEx Web Application Designer

Intuitive PDF-Based BEx Web Printing

Start prin t

dialog

Adobe Acrobat Reader required, no plug-in necessary

Print options can be maintained globally or individually by the end user

BEx Web applications,

BEx reports and ad hoc

analyses created using

the BEx Web Analyzer

can be converted to PDF

and printed

Leveraging SAP

NetWeaver AS

integration with Adobe

Document Service


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User Experience: BEx Analyzer

BEx Report Designer for Formatted Planning Layouts


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User Experience Example: Smart Input

Enter revaluation factors such as+12%, * 0.9, and so on in the cell

Enter Result is calculated

immediately

Also works with multiple cells

selected


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The following options are available:

No Disaggregation (default)

Disaggregate the entered value

Disaggregate the delta to the entered

value

User Experience Example:

Top-Down Distribution


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Type of the disaggregation:

Equal distribution

This structure member, i.e. analogdistribution with respect to this structure

member, in short self reference

Following structure member, i.e. analog

distribution with respect to a structure

member one can maintain

User Experience Example:

Top-Down Distribution


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User Experience: BI Accelerator for Planning

SAP NetWeaver BI

Data Acquisition

Basic

InfoCubes

BI Analytic

Engine

Business

ExplorerAny Tool

Any

Source

Real-time

InfoCube

closed request

Real-time

InfoCube

open request

BI Accelerator

BI Accelerator responds to queries:

jo ins and aggregates at runt ime

indexesloaded

into memory

creates and stores

indexes for InfoCubes

Plan bufferand caches

Indexing

Query andresponse


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User Experience: Process Chains

Administration Using Process Chains


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2.2. Planning Model






Agenda


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Summary

Enhanced user experience

Better support and flexibility for power users

Lower TCO

Performance

New types of analytic applications can be built


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Thank you!


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